Coordinate requests, task ownership, and review handoffs around the monthly close your accounting team controls.
Book a free consultationScope, access, and coverage are agreed with your team.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
A working record with source references, current status, and the person responsible for the next step.
A focused view of missing inputs, unanswered questions, and items that need your decision.
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Share the close calendar, task dependencies, evidence requirements, and responsible preparers and reviewers. Define which updates come from the accounting system and which require an explicit confirmation from the engagement team.
A client’s bank statement arrives after the planned cutoff. The assistant updates the request record and flags the affected task. The accountant determines the impact on the close and whether any adjustments or revised deadlines are appropriate.
Illustrative workflow, not a client case study.Check each status against source evidence or the named owner’s confirmation. Separate documents received, accounting work completed, and review signed off so the dashboard does not overstate progress.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Platform names describe possible working environments, not endorsements or a promise of certification.
Share the close calendar, task dependencies, evidence requirements, and responsible preparers and reviewers. Define which updates come from the accounting system and which require an explicit confirmation from the engagement team.
Check each status against source evidence or the named owner’s confirmation. Separate documents received, accounting work completed, and review signed off so the dashboard does not overstate progress.
Accountants prepare and approve reconciliations, journal entries, estimates, and financial statements. The coordinator manages the workflow and does not make accounting judgments or close the books independently.
We scope the role around your approved systems, including environments such as Karbon, Financial Cents, Asana. Access, training, and the final tool requirements are confirmed before the role begins.
Organize client requests and source files against an engagement-specific checklist.
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Maintain engagement tasks, review stages, and dependencies across your practice.
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Coordinate approved intake steps and keep the new-client file complete for your practice team.
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Coordinate the inbox, appointments, and recurring administrative follow-through behind your firm.
Explore the service ↗Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Define the role before making a commitment.
